Where are you on your financial journey?

Philip E. Arnold ,CFA, CIC

Managing Director

Phil graduated from Northwestern University in 1959 with a B.A. in Mathematics. He received an M.B.A. from The Kellogg Graduate School of Management at Northwestern University with a major in Finance and Investments.

Mr. Arnold has a wide-ranging background in the investment world. From 1961-1969 he was part of the management group which handled the endowment and other investment assets of Northwestern University.

In 1970, Phil helped form an investment advisory firm where he supervised all research and portfolio activities. After building up this firm, he coordinated its sale in 1978 to a major money center bank. After completion of the earn-out with this bank in 1981, he and another senior partner of the firm co-founded a new investment firm in Chicago, where Phil served as the President and Chief Investment Officer for many years.

With approximately $500 million in assets under management, the firm was sold in 1986 to United Asset Management--a NYSE holding company that owns over 40 autonomously managed investment advisor firms. Phil retained a key management position with this firm until he joined Hartline in July 2000.

The Chicago investment community knows Mr. Arnold well. He was a past President and a member of the Board of Directors for the Investment Analysts Society of Chicago. He is a member of the Association for Investment Management & Research and The Institute of Chartered Financial Analysts.

Phil lives in Northbrook, Illinois. His daughter Alyson lives in Chicago, and his son Fred lives in Cary, North Carolina with his wife Lisa and their sons Max and Jacob.